41 is the total number of securities SCALAR GAUGE MANAGEMENT, LLC has owned. The longest SCALAR GAUGE MANAGEMENT, LLC has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ZUO | Zuora Inc | 3 | 3 | 11.97% | 22.60% | 29.42% | Q4 2023 | Q2 2024 | 3 |
| ALKT | Alkami Technology Inc | 3 | 3 | 1.97% | 9.37% | 19.63% | Q4 2023 | Q2 2024 | 3 |
| Solarwinds Corp | 3 | 3 | 4.67% | 5.93% | 7.28% | Q4 2023 | Q2 2024 | 3 | |
| EME | EMCOR Group Inc | 3 | 3 | 3.68% | 5.48% | 7.55% | Q4 2023 | Q2 2024 | 3 |
| WKME | Walkme Ltd | 3 | 3 | 3.35% | 4.57% | 5.77% | Q4 2023 | Q2 2024 | 3 |
| CTAS | Cintas Corp | 3 | 3 | 2.04% | 4.20% | 6.86% | Q4 2023 | Q2 2024 | 3 |
| Cellebrite DI Ltd | 3 | 3 | 3.15% | 4.04% | 5.61% | Q4 2023 | Q2 2024 | 3 | |
| Enfusion Inc | 3 | 3 | 1.89% | 2.84% | 3.59% | Q4 2023 | Q2 2024 | 3 | |
| TDC | Teradata Corp | 3 | 3 | 1.59% | 2.36% | 3.14% | Q4 2023 | Q2 2024 | 3 |
| SMWB | SimilarWeb Ltd | 3 | 3 | 1.13% | 2.15% | 2.68% | Q4 2023 | Q2 2024 | 3 |
| CGNT | Cognyte Software Ltd | 3 | 3 | 1.89% | 1.95% | 2.07% | Q4 2023 | Q2 2024 | 3 |
| JWA | John Wiley & Sons Inc | 3 | 3 | 1.30% | 1.72% | 2.24% | Q4 2023 | Q2 2024 | 3 |
| WMT | Walmart Inc | 3 | 3 | 1.50% | 1.61% | 1.81% | Q4 2023 | Q2 2024 | 3 |
| SCWX | SecureWorks Corp | 3 | 3 | 1.29% | 1.46% | 1.72% | Q4 2023 | Q2 2024 | 3 |
| Backblaze Inc | 3 | 3 | 0.90% | 1.45% | 1.86% | Q4 2023 | Q2 2024 | 3 | |
| GB | Global Blue Group Hold... | 3 | 3 | 0.67% | 0.89% | 1.03% | Q4 2023 | Q2 2024 | 3 |
| ZETA | Zeta Global Holdings Corp | 2 | 2 | 2.20% | 4.14% | 6.08% | Q4 2023 | Q1 2024 | 2 |
| DELL | Dell Technologies Inc | 2 | 2 | 3.13% | 3.76% | 4.39% | Q1 2024 | Q2 2024 | 2 |
| Clearwater Analytics H... | 2 | 2 | 2.38% | 3.45% | 4.52% | Q1 2024 | Q2 2024 | 2 | |
| AZEK | Azek Company Inc | 1 | 1 | 0.96% | 3.42% | 5.88% | Q4 2023 | Q2 2024 | 2 |
| APPN | Appian Corp | 2 | 2 | 1.85% | 2.51% | 3.17% | Q1 2024 | Q2 2024 | 2 |
| INDA | iShares MSCI India ETF | 2 | 2 | 2.08% | 2.31% | 2.54% | Q1 2024 | Q2 2024 | 2 |
| SMAR | Smartsheet Inc | 2 | 2 | 1.41% | 1.89% | 2.37% | Q1 2024 | Q2 2024 | 2 |
| MRVL | Marvell Technology Gro... | 2 | 2 | 0.98% | 1.14% | 1.31% | Q1 2024 | Q2 2024 | 2 |
| TTEC | TTEC Holdings Inc | 2 | 2 | 0.56% | 1.00% | 1.44% | Q4 2023 | Q1 2024 | 2 |
| N-able Inc | 1 | 1 | 6.20% | 6.20% | 6.20% | Q2 2024 | Q2 2024 | 1 | |
| NICE | Nice Ltd | 1 | 1 | 5.56% | 5.56% | 5.56% | Q4 2023 | Q4 2023 | 1 |
| TSM | Taiwan Semiconductor M... | 1 | 1 | 4.45% | 4.45% | 4.45% | Q2 2024 | Q2 2024 | 1 |
| FIVN | Five9 Inc | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2024 | Q2 2024 | 1 |
| IAS | Integral Ad Science Ho... | 1 | 1 | 2.78% | 2.78% | 2.78% | Q1 2024 | Q1 2024 | 1 |
| FN | Fabrinet | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2024 | Q1 2024 | 1 |
| EL | Estee Lauder Companies... | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2023 | Q4 2023 | 1 |
| CXM | Sprinklr Inc | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2023 | Q4 2023 | 1 |
| TMST | Timkensteel Corp | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2023 | Q4 2023 | 1 |
| BL | Blackline Inc | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2024 | Q2 2024 | 1 |
| RPD | Rapid7 Inc | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2024 | Q2 2024 | 1 |
| DV | Doubleverify Holdings Inc | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2024 | Q2 2024 | 1 |
| SSNC | SS&C Technologies Hold... | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2023 | Q4 2023 | 1 |
| DOX | Amdocs Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2023 | Q4 2023 | 1 |
| AYX | Alteryx Inc | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2023 | Q4 2023 | 1 |
| HUBS | HubSpot Inc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2023 | Q4 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including Zuora Inc, Alkami Technology Inc, and Solarwinds Corp, are the highest-conviction holdings of SCALAR GAUGE MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by SCALAR GAUGE MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that SCALAR GAUGE MANAGEMENT, LLC owns currently or has owned in the past.